About Andrew
Andrew Docksey first entered the financial services industry in 2000. He holds the series 7 and 66 registrations with LPL Financial, as well as his Life and Health Insurance License with the State of Wisconsin. He is also an officer in the US Army Reserves with over 23 years of service including four combat tours.
Andrew believes in developing and maintaining relationships with his clients. By taking the time to listen and understand a client’s goals, objectives and financial situation, he is better able to develop a comprehensive plan to help them work toward achieving those goals. Periodic follow up allows Andrew to keep up with the changing needs and goals of his clients, working toward their financial success.
Whether it is 401(k) options, IRA rebalancing, educational savings plans, retirement or estate planning, Andrew looks forward to working with his clients to develop the right mix of investment tools tailored to each individual and family.
Education
Andrew graduated from Cardinal Stritch University.
Background
Andrew has called southeastern Wisconsin home since 2002. He spends his free time updating his old farmhouse near Newburg, kayaking and exercising his two dogs, Niko and Baxter. Still in the Army Reserves, Andrew is now a Company Commander for a Drill Sergeant unit in Neenah, Wisconsin.
Areas Served
- Hartland
- Sussex
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